13F Insight
DOSSIER · 13F Holders · Q1 2026
FRERX

FRANKLIN TOTAL RETURN FUND CLASS R6

1 institutions still hold FRANKLIN TOTAL RETURN FUND CLASS R6 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 353612518·1 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$19K
visible holders
Holders
1
filers reporting
Concentration
100.00%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q1 2026

The Franklin Total Return Fund Class R6 (FRERX) has exactly one reported 13F holder — Kelleher Financial Advisors — at about $19K. As a single-line record, it reflects one advisory firm's allocation to a core-bond fund rather than broad institutional ownership.

One filer holds the position; there is no spread of ownership to characterize. This is an RIA using an institutional core-bond fund share class for client portfolios — a single-relationship record rather than evidence of market-wide demand.

For readers, FRERX's 13F record is one advisory allocation in a Franklin total-return bond fund. The honest characterization is a lone, modest holding with no broader institutional following.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$19K2K0.00%Q1 2026